Open Access at the University

of Calgary: Access and

Initiatives Faculty Technology Days

May 7, 2009

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Andrew Waller

• Serials Librarian, Libraries and Cultural Resources

• Member of OA Librarian team (http://oalibrarian.blogspot.com/)

• Member of Canadian editorial team for E-LIS (http://eprints.rclis.org/)

• Reviewer for the Partnership OA journal (http://journal.lib.uoguelph.ca/index.php/perj/)

• Frequently speaks and writes on OA

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

What We’re Going To Cover

• Open Access basics– Definitions

– The main reasons for OA

– The two “arms” of OA

– Benefits of OA

• Open Access resources and services– Where to find OA content – repositories, journals

– Our institutional repository

– University of Calgary Open Access Authors Fund

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Open Access: Definition from the

Budapest Open Access Initiative

• OA is “free availability on the public internet,

permitting any users to read, download, copy,

distribute, print, search, or link to the full texts

of… articles, crawl them for indexing, pass

them as data to software, or use them for any

other lawful purpose, without financial, legal,

or technical barriers other than those

inseparable from gaining access to the

internet itself.”

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Open Access: Definition from the

Bethesda Meeting on Open

Access• An Open Access Publication is one that meets the following two conditions:

1) The author(s) and copyright holder(s) grant(s) to all users a free, irrevocable, worldwide, perpetual right of access to, and a license to copy, use, distribute, transmit and display the work publicly and to make and distribute derivative works, in any digital medium for any responsible purpose, subject to proper attribution of authorship, as well as the right to make small numbers of printed copies for their personal use.

2) A complete version of the work and all supplemental materials, including a copy of the permission as stated above, in a suitable standard electronic format is deposited immediately upon initial publication in at least one online repository that is supported by an academic institution, scholarly society, government agency, or other well-established organization that seeks to enable open access, unrestricted distribution, interoperability, and long-term archiving (for the biomedical sciences, PubMed Central is such a repository).

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

So, Basically, Open Access

Is…

• Free access over the Web for users to

scholarly material, chiefly peer-reviewed

journal content (at present)

• Usually accompanied by greater rights

for the authors of that content

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Main Reasons for Open

Access

• Greater access to scholarship

• Greater access to taxpayer funded

research

• Greater impact

• Increased author control

• Journal subscription costs

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

The Two Arms Of Open

Access

• Author self-archiving (“green” OA)

• Open Access publishing (“gold” OA)

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Author Self-Archiving: Green OA

• Involves the author (or their representative) depositing a pre-print and/or post-print in an institutional and/or subject repository

• Works alongside traditional publishing

• Many funding agencies now mandate that the published results of research have to be deposited in an open access repository

• Some universities/faculties/departments are now mandating deposition

• Most publishers are OK with putting articles in repositories

• Repositories also add an element of curation and preservation for the content

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Author Self-Archiving: Green OA

• Lists of Open Access repositories:

– Directory of Open Access Repositories: www.opendoar.org

– Registry of Open Access Repositories: archives.eprints.org

• Some subject repositories:

– arXiv (http://arxiv.org/) – for physics – over 500,000 articles

– RePec (http://repec.org/) – for economics

– PubMed Central (www.pubmedcentral.nih.gov) – for health sciences – well-known and extremely popular

– E-LIS (http://eprints.rclis.org/) - for library and information science

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Open Access Publishing: Gold

OA

• Mostly deals with journals but other OA

formats are emerging

• Can be newly-created OA journals or “toll

access” journals that are converted to OA

• Some publishers offer “hybrid” OA journals;

individual articles in an issue are made

openly accessible

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Open Access Publishing: Gold

OA

• BioMed Central: www.biomedcentral.com

• Public Library of Science: http://www.plos.org/journals/pubfees.html

• Hindawi Publishing: http://www.hindawi.com/oa.html

• Paying for Open Access publishing - many options: grants; sponsorship; memberships; advertising; using print subscriptions to pay for the OA version; submission fees, etc.

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Some Benefits of Open

Access• Increased access

– for everyone; faculty, students, general public

– if you can get to the Web, you can get into OA content

– studies so far show that being openly accessible

results in increased readership

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Some Benefits of Open

Access• Increased citations

– there is evidence to suggest that OA content is cited more (the OA “citation advantage”) e.g. http://biology.plosjournals.org/perlserv/?request=get-document&doi=10.1371%2Fjournal.pbio.0040157

– this is still being studied and there is debate: http://opcit.eprints.org/oacitation-biblio.html

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Some Benefits of Open

Access• More author control

– traditionally, in most disciplines and with most publishers, authors surrender many/most of their rights to the publisher

– in OA publishing, most rights are retained by authors

– authors can negotiate with publishers to retain rights; there are tools to help with this

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Where To Find OA Content

• OA content is easily searchable; it can be found via

Google, Google Scholar, Scopus, OAIster

(http://www.oaister.org/ - repository search engine),

many abstracting and indexing tools, etc.

• Directory of Open Access Journals (DOAJ): www.doaj.org

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

University of Calgary

Institutional Repository

• Designed to collect the digital scholarly

output of the U of C

• One of the largest institutional

repositories in Canada (second

largest?)

• http://dspace.ucalgary.ca/

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Open Access Authors Fund

• Pays submission fees for U of C authors who

have articles accepted for publication in OA

journals that charge such fees

• Must meet criteria, for authors and for

journals/publishers

• http://library.ucalgary.ca/services/for-

faculty/open-access-authors-fund-0

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Conclusion

• Still in “early days” but OA has interest

and traction

• OA is a growing thing - it’s getting hard

to keep track of developments

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Further Resources

• Peter Suber’s Open Access pages: http://www.earlham.edu/~peters/fos/

• Budapest Open Access Initiative: http://www.soros.org/openaccess/

• Bethesda Statement on Open Access: http://www.earlham.edu/~peters/fos/bethesda.htm

• List of funder and institutional mandates: http://www.eprints.org/openaccess/policysignup/

• Publisher copyright & self-archiving policies: www.sherpa.ac.uk/romeo.php

• Canadian Association of Research Libraries (CARL) Institutional Repositories Project: http://www.carl-abrc.ca/projects/institutional_repositories/canadian_projects-e.html – 30+ repositories, >80% of CARL libraries

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Further Resources pt. 2

• Harvard Faculty of Arts and Sciences

mandate:

http://www.earlham.edu/~peters/fos/2008/02/t

ext-of-harvard-policy.html

• Harvard Law School mandate:

http://cyber.law.harvard.edu/node/4273

• Harvard’s Kennedy School of Government

mandate: https://mx2.arl.org/Lists/SPARC-

OAForum/Message/4855.html

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Further Resources pt. 3

• MIT mandate:

http://www.earlham.edu/~peters/fos/2009/03/

mit-adopts-university-wide-oa-mandate.html

• Oregon State University library faculty

mandate:

http://ir.library.oregonstate.edu/dspace/handl

e/1957/10850

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Further Resources pt. 4

• Author rights resources:

http://www.arl.org/sparc/author/index.sh

tml

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Questions? Discussion?

May 9, 2009 Open Access at the University of

Calgary: Access and Initiatives

Your Speaker

Andrew Waller

Serials Librarian

Libraries and Cultural Resources

MLB 402B

waller@ucalgary.ca

(403) 220-8133 voice

(403) 284-2109 fax